They can keep looking, but I doubt they will find an explanation. The two trials were clones except that clinicians in THRIVE were allowed to substitute Epzicom or Combivir for Truvada. (Why a clinician would want to use Epzicom or Combivir instead of Truvada is an interesting question but is not germane to our discussion.)
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”